The scheme aims to provide capital appreciation and income distribution by using equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments.
Exit Load0.50%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Kumaresh Ramakrishnan
Mr. Ramakrishnan is a B.E from Mumbai University and MBA from NMIMS (Mumbai).
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, DWS AMC, Societe Generale and CARE.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Sundaram Equity Savings Fund is ₹71.98 as of 2026-08-28.
Sundaram Equity Savings Fund is classified as a Equity Savings fund.
The Assets Under Management (AUM) of Sundaram Equity Savings Fund is ₹1,032 Cr.
The expense ratio of Sundaram Equity Savings Fund is 2.78%.
Sundaram Equity Savings Fund is managed by Kumaresh Ramakrishnan.
The minimum SIP investment for Sundaram Equity Savings Fund is ₹100.
The exit load for Sundaram Equity Savings Fund is 0.5%.
As per the SEBI Riskometer, Sundaram Equity Savings Fund carries a Moderate risk level.
Sundaram Equity Savings Fund has delivered 2.78% (1Y), 8.28% (3Y) and 8.15% (5Y) annualised returns as of 2026-08-28.
Sundaram Equity Savings Fund was launched on 1996-02-26.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
